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WealthShield Partners’s American Electric Power AEP Stock Holding History

WealthShield Partners’s Portfolio AEP Stock Details AEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2,902
Closed -$380K – 382
2026
Q1 		$380K Buy
2,902
+14
+0.5% +$1.75K 0.04% 266
2025
Q4 		$333K Buy
+2,888
New +$341K 0.04% 277
2021
Q3 		– Sell
-2,067
Closed -$175K – 242
2021
Q2 		$175K Buy
2,067
+211
+11% +$18.2K 0.03% 280
2021
Q1 		$157K Sell
1,856
-1,977
-52% -$159K 0.03% 280
2020
Q4 		$319K Sell
3,833
-896
-19% -$77.8K 0.06% 230
2020
Q3 		$386K Buy
+4,729
New +$390K 0.14% 162

Other funds holding AEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WealthShield Partners's AEP Position: Q2 2026 in Review

WealthShield Partners sold out of American Electric Power (AEP) in Q2 2026, closing a stake of 2,902 shares — an estimated $380K sold.

WealthShield Partners first reported a position in AEP in Q3 2020 and held it in 6 quarters. The position peaked at $386K in Q3 2020. 1,983 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • WealthShield Partners reported no remaining American Electric Power position as of Q2 2026 after selling out during the quarter.
  • WealthShield Partners sold 2,902 American Electric Power shares in Q2 2026, an estimated $380K.
  • WealthShield Partners first reported a position in American Electric Power in Q3 2020 and held it in 6 quarters.
  • WealthShield Partners's American Electric Power position peaked at $386K in Q3 2020.
  • 1,983 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.